Dan Gallagher, Wall Street Journal

Dan Gallagher

Wall Street Journal

Danville, CA, United States

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Recent articles by Dan:

Nvidia Can Live Without Arm

Chip maker’s fortunes have been soaring on its own performance, and adding a major licensing business was likely to bring more trouble than it was worth. → Read More

Chips Stacked High at GlobalFoundries

GlobalFoundries is one of the semiconductor space’s most richly valued companies, at nearly 78 times forward earnings, but a strong base of future business already in the books should help it grow into that valuation. → Read More

Salesforce Needs to Keep Having It Both Ways

The cloud giant has sharpened its focus on profitability, but investors still want high growth numbers as well. → Read More

Do We Need More Heroes? Disney Hopes So.

The Magic Kingdom is betting that it can continue milking popular Marvel, Star Wars and Pixar franchises without souring its audience. That is no sure thing. → Read More

Zoom Has Some Unhappy Hours Remaining

The videoconferencing star is still adjusting to post-pandemic life as small customers remain unpredictable. → Read More

Activision Really Needs to Hit the Reset Button

The videogame publisher has shed a third of its market value as doubts about management’s ability to fix its workplace culture have grown. → Read More

Qualcomm Sells an Almost Apple-Free Future

The chipmaker sets better-than-expected growth targets even as it expects iPhone contribution to wane. → Read More

Nvidia vs. AMD: Coming to a Metaverse Near You

The two semiconductor companies have upended the established order. They will be battling each other more in the future. → Read More

GoPro Can Avoid an Inventory Wipeout

Action camera maker GoPro has learned from past inventory mistakes as it moves to a subscription model. → Read More

Disney’s Streaming Show Will Eventually Go On

A sharp slowdown in Disney+ growth might continue as the company fills its content slate. → Read More

Roblox Avoids Getting Schooled

The company’s recent outage hasn’t derailed its videogame platform, which is growing its base of older users. → Read More

Movie Theaters Dodge Marvel’s Bullet

Poor reviews didn’t sink ‘Eternals,’ but a post-pandemic box office still can’t afford many misses. → Read More

Peloton’s Sprain Turns Into a Tear

A slashed forecast shows that demand is taking a serious breather for the one-time star of connected fitness. → Read More

Arista’s Meta Boom Will Be Real Enough

A major supplier of network equipment to Facebook’s parent projects big sales jump next year. → Read More

VMware’s Solo Act Should Sing

Completion of its spinoff from Dell should help the software maker shed its conglomerate discount. → Read More

Zendesk Needs to Prove It’s Not Bananas

Acquisition of SurveyMonkey parent gets a big thumbs down as details are delayed until analyst meeting. → Read More

Apple’s and Amazon’s Physical Footprints Become Weakness in Shortage Economy

Component and labor shortages add to shipping delays to weigh down outlook for tech giants. → Read More

Microsoft’s New Normal Will Need to Stick

A strong streak of growth and operating profit gains haven’t been seen in nearly two decades, but the stock’s valuation sets a new, high bar. → Read More

Google Nearly Clears a Very High Bar

While advertising avoids a bite from Apple, the soaring stock price left little room for error. → Read More

Intel Gets the Bad News Out Early

The chip maker’s early warning of a gross margin hit allows it to focus on revival, but questions remain. → Read More